Caldwell Trust Co

Bank

Position in LRCX — Lam Research Corp

CIK 2080218 Venice, FL

Position in LRCX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,953,451

+$925,320 QoQ

Shares Held

4,508

-6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,502

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Caldwell Trust Co holds $15,763,046 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	13,692	$9,899,316
2	KLAC	Kla Corp	8,276	$2,496,951
3	LRCX	Lam Research Corp This page	4,508	$1,953,451
4	ASML	Asml Holding NV	407	$809,701
5	Q	Qnity Electronics, Inc.	3,470	$566,685
6	ACLS	Axcelis Technologies Inc	195	$36,942

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,953,451	4,508	-6.3%	Shares	Sole	2026-08-03
2026-03-31	$1,028,131	4,812	0.0%	Shares	Sole	2026-04-22
2025-12-31	$823,718	4,812	-2.2%	Shares	Sole	2026-01-30
2025-09-30	$658,788	4,920	+6.5%	Shares	Sole	2025-10-23
2025-06-30	$449,710	4,620	0.0%	Shares	Sole	2025-09-22
2025-03-31	$335,874	4,620	0.0%	Shares	Sole	2025-09-23
2024-12-31	$333,702	4,620	+900.0%	Shares	Sole	2025-09-24
2024-09-30	$377,028	462	-6.1%	Shares	Sole	2025-09-24
2024-06-30	$523,906	492	-4.8%	Shares	Sole	2025-09-24
2024-03-31	$502,301	517	-18.2%	Shares	Sole	2025-09-24
2023-12-31	$495,020	632	+1.3%	Shares	Sole	2025-10-01
2023-09-30	$391,104	624	-17.8%	Shares	Sole	2025-10-01
2023-06-30	$487,930	759	+4.3%	Shares	Sole	2025-10-01
2023-03-31	$385,927	728	0.0%	Shares	Sole	2025-10-01
2022-12-31	$305,978	728	+9.3%	Shares	Sole	2025-10-01
2022-09-30	$243,756	666	-12.5%	Shares	Sole	2025-10-01
2022-06-30	$324,300	761	-9.0%	Shares	Sole	2025-10-02
2022-03-31	$449,441	836	-10.8%	Shares	Sole	2025-10-02
2021-12-31	$673,843	937	0.0%	Shares	Sole	2025-10-02
2021-09-30	$533,293	937	0.0%	Shares	Sole	2025-10-02
2021-06-30	$609,705	937	-5.1%	Shares	Sole	2025-10-02
2021-03-31	$587,501	987	-7.1%	Shares	Sole	2025-10-02
2020-12-31	$501,550	1,062	0.0%	Shares	Sole	2025-10-02
2020-09-30	$352,318	1,062	-11.0%	Shares	Sole	2025-10-02
2020-06-30	$385,887	1,193	-4.0%	Shares	Sole	2025-10-02
2020-03-31	$298,320	1,243	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.